Today, June Grasso, Bloomberg legal analyst and host of ‘Bloomberg Law,’ discusses the Supreme Court’s decision to uphold birthright citizenship in the United States. Then, Bloomberg’s Ian King dives into semiconductor rally as chips send stocks to their best quarter in six years. Plus, Dan Suzuki, global investment strategist at iCapital, said that market tailwinds are in the rearview and that he expects inflation is at or near its peak and will soon come back down. Finally, Brett Pulley, Bloomberg News Atlanta bureau chief, breaks down why costs are rising in the American South and how communities are feeling squeezed financially as a result.
Chapters
00:00:00 Bloomberg Businessweek Daily Open
00:01:53 Preview: Inflation, AI & Supreme Court Rulings
00:02:29 Market Update: Semiconductors Lead Stocks Higher
00:04:29 Supreme Court Upholds Birthright Citizenship
00:05:27 Breaking Down the Birthright Citizenship Decision
00:07:47 Can Congress Override the Court?
00:09:00 Supreme Court Rules on Transgender Athletes
00:11:33 AI Chip Boom: Are Semiconductor Stocks Still Attractive?
00:12:30 Ian King on Valuations & the AI Rally
00:15:12 Have Chipmakers Learned From Past Cycles?
00:19:00 Midday Market Check
00:21:20 Outlook for Stocks in the Second Half of 2026
00:22:38 Three Biggest Risks Facing the Market
00:24:00 Consumer Debt, Delinquencies & the Economy
00:25:50 The K-Shaped Economy Explained
00:28:50 Portfolio Strategy: Why Diversification Matters
00:31:10 Private Markets & Infrastructure Investing
00:32:31 Market Update: Stocks Near Session Highs
00:34:15 The ‘Southern Squeeze’ & Rising Cost of Living
00:35:15 Why People Keep Moving to the Sun Belt
00:40:08 Are Migration Trends Beginning to Reverse?
00:42:40 Stocks on the Move
00:44:45 Chip Equipment Stocks Surge
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